Beverly Hills Private Wealth, LLC Options Holdings

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IP
International Paper CO

Consumer Cyclical
PUT
$376 Million
8.1K
Q2 2025
Added 102.5%
SCHW
Schwab Charles Corp

Financial Services
CALL
$277 Million
2.9K
Q1 2025
New holding
MGM
Mgm Resorts International

Consumer Cyclical
CALL
$41.6 Million
1.2K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,004
  • Current Value $567 Billion
  • Prior Value $533 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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